2023 Tax Planning Season: 4-Part Series

This year, Dave and Tim are back to get your firm on track to achieve high-quality outcomes for your clients — and your firm.

About This Series

We believe that accountants don't earn enough and never is it more on show than tax planning season.

Great strategies save clients thousands, de-risk their lives and help them manage cash flow yet so much of this advice is given away for free in avoidable "quick tax chats".

This Tax Planning Season you can find new ways to impress your clients, automate your tax plan reports and standardise your advice to help more clients, all while de-risking your practice.

Join Dave & Tim for a four-part series to:
— Setup your 2023 Action Plan
— Market your service effectively
— Deliver elegant advice reports (and handle tricky conversations)
— Stay up to date with advance tax planning strategies
Sessions in this Series
  • Tax Planning Season Part 1 - Your 2023 Action Plan
  • Tax Planning Season Part 2 - How to get Clients Begging for Your Services
  • Tax Planning Season Part 3 - How to Deliver Elegant Advice Reports and Handles Tricky Conversations
  • Tax Planning Season Part 4 - Advanced Strategies and ATO Focus Areas

Bring your lunch and your team!